Larry Whaley
Larry Whaley is a CFP-designated registered investment advisor at Planmember Securities Corporation, based in Elkridge, MD, with 36 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
8178 Lark Brown Rd., Ste. 201, Elkridge, MD, 21075
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Larry is an independent insurance agent and leads worship music at a camp for families affected by disability, dedicating minimal time to the latter. He is also the President and Owner of Paladin Advisor Group and Planmember Financial Center, a full-service financial planning firm offering health and life insurance, dedicating nearly full-time hours to this business.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Lincoln Investment Planning, INC
Lincoln Investment Planning, INC.Broker
First American National Securities, INC.Broker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.